16
Feb
XPX Charlotte: Current Deal Environment & Market Update – In-Person Member & Client Event with Subsequent Social
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Event Information

Date & Time

Wed, Feb 16th, 2022
3:30pm - 7:00pm (EDT)

Location

Capital Towers - Training Ctr; 4250 Congress Street, Suite 150; Charlotte, NC 28209

Status

XPX Registration Closed

Price

Charlotte Member Guest $0.00
Charlotte Members $0.00

Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald J Benedict
PNC Wealth Management
Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Jade Boling
Matthew D Bradbury
Business Acquisition & Merger Associates
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff R. Brinkman
New Republic Partners
Robby Carney
Dualboot Partners
Dianne Chase
Chase Media
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff C Cline
BGW CPA
Chuck Cooper
WhiteWater Consulting LLC
Joe Donlevy
Filmore Capital
Jonathan Dry
MBL Advisors
Carrie L Dyckman
BGW CPA, PLLC
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Robin Gibson
Decision Path HR
Tom Gibson
Decision Path HR
Bill Goodyear
John Griffith
Patrick Harris
NFP
Doug Havas
Pinnacle Sales Advisors
Scott Hensley
Russell Hughes
Hughes Realty Advisors
Brian Johnson
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott M Jones
Scott Jones Financial
Scott Joyce
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne G Levine
YGL Enterprises, Inc
Matt Levinson
Kian Capital
Trevor Marticke
Co-Founder of RealtyAds
Matt Melago of Greenwich Capital Group is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Steve Melton of CCIA, Inc- R3 Risk Management Division is a member of XPX Charlotte
Steve A Melton
CCIA, Inc- R3 Risk Management Division
Mario Mendigana
Justin Pateman
Solve Industrial Motion Group
Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
David Preston
Ronnie Roberts
Southeastern Liquid Analyzers, Inc.
Kevin Seidehamel
Andrea Smith
JP Morgan
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary W. Smith
Venn Law Group
Grant Smith
Shuford Yarns LLC
Marvin Smith
Shuford Yarns LLC
Tom Smith
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert M. Snowden
South Park Advisors, LLC
Michael Stier of FocusCFO - Carolinas is a member of XPX Charlotte
Michael Stier
FocusCFO – Carolinas
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Taylor Wade
MBL Advisors
Peirce Ward
Financial Services Professional MassMutual Carolinas
Hunter Widener of Truist - Legal Specialty Group is a member of XPX Charlotte
Hunter Widener
Truist – Legal Specialty Group
Ann Marie Williams
JP Morgan Private Bank
Jeff Wolfberg
FocusCEO
Tara Youngblood
Todd Youngblood
Kathleen Zicari

Members: you are encouraged to INVITE CLIENTS to this IN-PERSON event, and the subsequent social.

We are excited to feature a panel of local deal experts sharing their experiences and perspective coming out of a dynamic year for M&A / Exit deal making, and their views for the coming year.

Members are encouraged to invite any business owner clients who may be interested. This should be an informative and lively (bordering on entertaining!) panel discussion. There will be an extensive Q&A session, so please bring your questions & interests!

*** To invite clients, members MUST notify Angie Ellis via email at angie@exitplanningexchange.com with names of your guests. ***

This educational session will run from 3:30pm to 5pm.

Immediately following will be our monthly social. Open to members and their guests. To be held at a venue close by.

COVID-19 PROTOCOL

In accordance with state & local guidance and the requirements of our event hosts, all attendees must wear face coverings in all common areas.


Panelists: 



Adam Petricoff
VR Business Brokers/Mergers & Acquisitions
Managing Partner



Matt Melago
Greenwich Capital Group
Managing Director

Scott Joyce
J.P. Morgan
Managing Director, Investment Banking


Jonathan Dry
MBL Advisors Inc.
Partner


Moderator:


Ann Marie Williams
J.P. Morgan Private Bank
Executive Director 


Educational Event Pricing:

Free for XPX Charlotte members and their invited guests. 

Subsequent social event will feature a cash bar.

By attending this event, you voluntarily assume any and all risks associated with exposure to COVID-19 and you hereby release, waive and hold XPX Global and XPX Charlotte harmless from any illness, inju-ry or damages incurred by you in connection with your attendance at the event.


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